Join Zack Arnold for an in-depth discussion in this video Adding members and creating teams, part of Trello Essential Training.
- [Instructor] Now that you have a basic understanding of how to manage a single board and create lists and cards, the next step is introducing your team members to Trello so you can all collaborate together. If you're working on your own, you might just want to skip right to the next movies where you're going to learn about the many features that are available inside Trello cards. But if you are a part of a larger team or you're going to be at any time in the future, even if there are only two of you, it is essential to understand how to collaborate with Trello before jumping into the nuts and bolts of how to work with your boards and your cards.
So in this lesson, I'll show you how to add team members to your individual boards, and more importantly, I'll show you how to organize multiple project boards into teams, and it's really simple. We're right here in our main sample board. All you have to do is go up to Show Menu, and you'll see that currently, I am the only member of this board. But as you start to add more members, the avatars will all start to line up here, and you'll know all of the members of your specific boards. So to invite a member, you just click on the big, giant Invite button, and you have two options here.
Number one, you can invite somebody by their email address if they're not a Trello member, but if they're a member of Trello or they're a member of your team, then you can just use their avatar information. So I'm going to introduce my trusty sidekick and producer for this course, Hilary. So you can see that Hilary comes up right here. I'm going to click Select to add, and now I have a second member of my Sample Board. So at this point, they're a member of the board but they're not members of individual cards or lists yet, and this is something that I'm going to demo later on in the course.
But what happens if you have more than one board or you have multiple projects? Well, let's go ahead and go back to our homepage and we're going to create a second sample board. So we're going to go down to Create new board one more time. This will be called Sample Board #2. We're going to choose the blue background once again. It's going to remain private. We're going to click Create Board. Once again, I want to make sure that I have invited my trusty sidekick.
But now what I want to do is group these two boards into a team of boards, so then that way, we can start to organize our multiple boards and our members can see what they've been assigned to. So I'm going to close the menu, and what I want to do is go up to where it says Personal. When I click here, now I have the ability to start adding teams, and you can see that right now, it's just a part of no team, so I'm going to create my first team. So we're going to call this Your First Team.
You're more than welcome to add a description so when new team members come, they understand what this team might be, and any members that are on this board will be added to this team. So I hit Create, and now you can see I have Your First Team, and the members are myself and my producer. So now what I want to do is go back and I want to add my original board, so I go up to the Boards tab. I go to Sample Board, I go to Personal once again, and now when I select the Team pull-down menu, Your First Team is available, so I click on that.
I want to make the board visible to the team and I want to allow any team member to join this board, and these are options you can see that you can click off if you'd like to. Now I want to add this to the team, so when I go back to the main Trello homepage, you can see that instead of having all these boards under Personal Boards, I now have a way to sort them in Your First Team. And if you want to dive into deeper settings for the team, you just click on the Settings button and you can see all the boards that are a part of this team. You can see the members.
There are a few settings that you can change here, some of which we'll go through later in the course. And then if you want to upgrade and get further features, you have the option to join Trello Business Class. This is not something that I'll be demonstrating in this Trello Essentials Training course, but if you really want to dive deep into the all the functionality that Trello offers, Business Class is the way to go. So now with a solid understanding of how to navigate the Trello interface, how to create boards, lists, and cards, and how to manage multiple boards, members, and also even create teams, we're now going to dive into the anatomy of individual Trello cards, because that is where the true power of this application really begins to shine.
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- Building teams in Trello
- Understanding the anatomy of a Trello card and board
- Managing notifications
- Linking cards and boards
- Forwarding to cards and boards
- Assigning due dates and calendars
- Cleaning up complete and unused cards, lists, and boards
- Bonus tips for project management on Trello